News & Insights

Besides advising individuals and families, Steve Starnes, MBA, CFP® also enjoys collaborating with other financial professionals to help families plan for and fund long-term service and support costs. The Journal of Financial Planning recently published a pair of thought-provoking pieces by Steve Starnes and co-author Tom West. They’re written with the professional advisor community in mind, and we think you’ll find them of interest as well!

Ten Financial Best Practices to Jump-Start Your New Year

One of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for rest of the year. Want to get a jump-start on it? Here are 10 financial best practices to energize your wealth management efforts.

At Grand Wealth Management, we often come upon investors who have purchased variable annuities as part of their investment portfolio. Among the first issues we raise with such investors is this: Are you paying too much in annuity fees, and

Retirement Planning Revisited

We’ve written before about the importance of planning for your retirement. But now is an especially critical time to reevaluate your retirement goals, given changes brought about by health care reform, the ongoing debate over changes to Medicare and Social

Planning for the Cost of Health Care During Retirement

At Grand Wealth Management, when we work with clients who are planning for retirement, we prepare and discuss a detailed lifetime cash flow projection. By evaluating anticipated retirement income sources – and expenses – we help our clients make sound

The New Realities of Retirement Planning

Of all the personal financial matters competing for your attention, planning for retirement might seem low on your list of priorities. Shorter-term goals like financing your child’s education, buying a second home or taking a dream vacation may seem far